Administrator - Financial Services

Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?

Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
• Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
• Ensure all client electronic files are maintained to a very high standard and regularly updated.
• To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
• To deal with incoming phone calls or taking messages for colleagues
• Arranging meetings with clients on behalf of the Financial Planners if required
• Sending confirmation of appointment emails/letters.

You will have:

• Organised with the ability to multi-task.
• High level of accuracy and attention to detail.
• Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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